News and resources for Canada's top financial advisors
Est. 1998
Industry
Fund dealers' first CE cycle to kick off on Dec. 1
By James Langton |July 23, 2021
2 min read
Your Business
Examining how taxes, expected investment outcomes and utility can affect asset location
By Benjamin Felix |October 15, 2020
15 min read
Examining which investment method produces better returns
By Benjamin Felix |August 25, 2020
Products
Sessions will offer innovative ways to integrate the products into your practice
By Staff |September 12, 2019
1 min read
Proposed changes, which include late filing fees and suspensions, draw criticism
By Greg Dalgetty |September 6, 2019
4 min read
Review IIROC's proposed changes to its CE rules by Feb. 26
By Staff |January 26, 2018
Advisor's Edge Report
If you’re an MFDA advisor, expect a published rule on continuing education (CE) requirements late this year or early 2018. Read: IIROC continuing education rules are here The self-regulatory organization (SRO) aims for CE requirements “to establish minimum standards for individuals to keep their industry knowledge current and maintain a high standard of professionalism.” Before […]
By Michelle Schriver |December 15, 2017
5 min read
The SRO is currently reviewing its CE program
By Michelle Schriver |October 20, 2017
Looking to squeeze in credits before year end? We can help.
By Staff |December 14, 2016
The authors identify 34 concrete, detailed strategies to improve client relationships, perform better discovery and give better advice.
By Anne Manson and Doug Towill |November 10, 2016
22 min read
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